CSCO · News · 20260808N

Competition and Market Share

CISCO SYSTEMS, INC. · 2026-08-08 · Importance 17 · Surprise 24

Extreme Networks’ chief executive said the company is taking enterprise-networking share from Cisco and HPE Juniper. Extreme highlighted growth in its Platform ONE offering, expansion of its managed-service-provider business, and AI products including Agent ONE and Coworker. Extreme also cited secured component supply through fiscal 2028 and price guarantees as competitive advantages against rivals’ supply constraints. The report indicates ongoing share pressure for Cisco in enterprise networking even as overall AI-networking demand expands.

Key facts

• MRA Advisory Group increased its Cisco holdings by 327.4% in the second quarter to 17,937 shares valued at approximately $2.1 million. source
• Beacon Investment Advisory Services Inc. reduced its Cisco stake by 18.2% in the second quarter, selling 36,801 shares and retaining 165,957 shares valued at nearly $19.5 million. source
• Worth Asset Management LLC acquired 16,842 Cisco shares valued at approximately $1.98 million. source